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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$524K +$38.3K +318 +8%
MM
627
Main Management
California
$519K – – –
PFS
628
Prospera Financial Services
Texas
$517K +$102K +847 +26%
DR
629
Davis Rea
Ontario, Canada
$507K -$250K -2,075 -34%
SFM
630
Signet Financial Management
New Jersey
$505K +$490K +4,063 New
NPIT
631
National Penn Investors Trust
Pennsylvania
$503K – – –
NEIRG
632
New England Investment & Retirement Group
Massachusetts
$500K -$1.21M -10,050 -71%
CCM
633
Coe Capital Management
Illinois
$499K -$41.9K -348 -8%
SCM
634
Southport Capital Management
Tennessee
$498K +$483K +4,004 New
RCM
635
Rotella Capital Management
Washington
$497K -$1.77M -14,700 -79%
NGA
636
Naples Global Advisors
Florida
$496K +$3.62K +30 +0.8%
MAS
637
Madden Advisory Services
Florida
$494K – – –
TNB
638
Thomasville National Bank
Georgia
$490K – – –
SGI
639
Swan Global Investments
Colorado
$489K +$482K +4,000 New
B
640
Barings
North Carolina
$485K -$2.29M -19,000 -83%
SIA
641
Stancorp Investment Advisers
Oregon
$480K +$91.7K +761 +25%
PHAM
642
Palisades Hudson Asset Management
Florida
$475K +$1.69K +14 +0.4%
LRPA
643
L. Roy Papp & Associates
Arizona
$468K – – –
CPO
644
Cerity Partners OCIO
New York
$465K -$34.4K -285 -7%
HB
645
Homrich & Berg
Georgia
$465K +$103K +855 +30%
FNB
646
Farmers National Bank
Kentucky
$461K +$34.6K +287 +8%
NEPPG
647
New England Professional Planning Group
Rhode Island
$460K – – –
PL
648
Plancorp LLC
Missouri
$460K +$195K +1,616 +78%
AAS
649
Annex Advisory Services
Wisconsin
$458K +$47.1K +391 +12%
GHA
650
Garcia Hamilton & Associates
Texas
$454K – – –
24 25
26
27 28